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Advanced Workflow Solutions with SharePoint

2 Days Classroom Session   |  
2 Days Live Online
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This course can be tailored to your needs for private, onsite delivery at your location.

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Professional Credits


ASPE is an IIBA Endorsed Education Provider of business analysis training. Select Project Delivery courses offer IIBA continuing development units (CDU) in accordance with IIBA standards.


NASBA continuing professional education credits (CPE) assist Certified Public Accountants in reaching their continuing education requirements.

This course offers 16.00 NASBA CPEs.


Select courses offer Leadership (PDU-L), Strategic (PDU-S) and Technical PMI professional development units that vary according to certification. Technical PDUs are available in the following types: ACP, PBA, PfMP, PMP/PgMP, RMP, and SP.

This course offers:
    14.00 PMP/PgMP Technical PDUs
    5.00 PfMP Technical PDUs
    5.00 PMI-PBA Technical PDUs
    5.00 PMI-ACP Technical PDUs
    5.00 PMI-RMP Technical PDUs
    5.00 PMI-SP Technical PDUs


Across the enterprise, teams use Microsoft SharePoint sites to collaborate on documents and share information. You want to build SharePoint solutions that improve the productivity and efficiency of your organization, but you don’t want to write code. Where do you start?

With Microsoft SharePoint Designer, you can design no-code workflow solutions that manage simple to more complex business processes in an organization. Workflows add logic to both system and human processes. Workflows for system processes might update one data source when another data source changes. Workflows for human processes might send a document, such as an expense report, to an employee's manager for approval, and, if approved, on to the accounting department for processing.

This course is designed for the Power User, Site Owner, Site Collection Administrator, and Developer who want to learn to create custom SharePoint workflow solutions using SharePoint Designer, Visual Designer, and Visio. SharePoint Online and SharePoint 2016 maintain the same functionality as SharePoint 2013 for workflows and continue to use SharePoint Designer 2013.

In this course you will:

Use The Out-Of-The-Box Workflows.
Explore SharePoint 2013 Designer User Interface.
Learn Workflow Platform types available in SharePoint 2013/2016/Online
Create a SharePoint 2010 and 2013 Workflow
Create and Configure Stages, Steps, Actions, Conditions, and Events
List Workflows, Reusable Workflows, and Site Workflows
Learn Workflow Best Practices
Create and Configure Workflow Initiation Parameters and Variables
Use Workflow Data Sources and Lookups
Use Workflow in Visual Designer and Visio, and Microsoft Flow in Office 365
Upcoming Dates and Locations
All Live Online times are listed in Eastern Time Guaranteed To Run
Aug 20, 2018 – Aug 21, 2018    8:30am – 4:30pm , Register
Sep 20, 2018 – Sep 21, 2018    8:30am – 4:30pm Portland, Oregon

Please call ASPE for location details
at 1-877-800-5221
Portland, OR 97201
United States

Sep 20, 2018 – Sep 21, 2018    11:30am – 7:30pm Live Online Register
Oct 18, 2018 – Oct 19, 2018    8:30am – 4:30pm Houston, Texas

Texas Training and Conference
11490 Westheimer Rd.
Suite 600
Houston, TX 77077
United States

Oct 18, 2018 – Oct 19, 2018    9:30am – 5:30pm Live Online Register
Nov 15, 2018 – Nov 16, 2018    8:30am – 4:30pm Denver, Colorado

Please call ASPE for location details
at 1-877-800-5221
Denver, CO 80202
United States

Nov 15, 2018 – Nov 16, 2018    10:30am – 6:30pm Live Online Register
Dec 20, 2018 – Dec 21, 2018    8:30am – 4:30pm Chicago, Illinois

Please call ASPE for location details
at 1-877-800-5221
Chicago, IL 60601
United States

Dec 20, 2018 – Dec 21, 2018    9:30am – 5:30pm Live Online Register
Course Outline

1.Introduction to Business Process Automation using Workflow

A.Out-Of-The-Box Workflows

i.Approval Workflow
ii.Feedback Workflow
iii.Digital Signatures Workflow
iv.Three State Workflow
v.Publishing Workflow
vi.Disposition Workflow

B.Workflow Settings

i.Association Forms

1.Workflow Template
2.Task List
3.History List

ii.Workflow Initiation Parameters

1.Adding Users to Workflows
2.Due Dates
3.Duration Per Task
4.Content Approval

C.Workflow administration

i.Manually Starting a Workflow by an Authenticated User

D.Workflow Creation from the Web Browser

i.List/Library Workflows
ii.Content Type Workflows
iii.Site Workflows

E.Complete a Workflow Task

i.Office Applications
iii.SharePoint Sites

F.Workflow Status

2.Lab 1: Using Out-of-the-box Workflows

A.Creating List/Library Workflows

i.Creating an Approval Workflow
ii.Creating a Feedback Workflow

B.Creating Content Type Workflows

i.Creating a Digital Signature Workflow
ii.Creating a Three-State Workflow

C.Creating Site Workflows

3.Creating Custom Workflows with SharePoint Designer

A.Explore SharePoint Designer 2013 User Interface

B.Workflow Platforms available in SharePoint 2013/2016/Online

C.List Workflows, Reusable Workflows, and Site Workflows

D.SharePoint 2010 Custom Workflows

i.Create Rules Based Workflows


E.SharePoint 2013 Custom Workflows

i.Changes from 2010 Custom Workflows
ii.Create Rules Based Workflows


F.Workflow Best Practices

i.Comments, Log to History List, Parallel Blocks, If/Else If Branches

4.Lab 2: Creating Custom Workflow with SharePoint Designer

A.Workflow Basics and Settings
B.Creating a 2010 Custom Workflow
C.Creating a 2013 Custom Workflow

5.Advanced Workflow Topics

A.Email Customization

i.Layout, Markup, and Branding

B.Creating Custom Workflow Forms

i.Modifying Forms Used in SharePoint Workflows

C.Initiation Forms 

i.Collection Information from Users to Reference in Workflows

D.Workflow Variables 

i.Creating Reusable Content in Word for use in Workflows

E.Workflows and Quick Parts

6.LAB 3: Advanced Workflow Topics

A.Working with Advanced Workflow Topics

i.Email Customization
ii.Creating Custom Workflow Forms
iii.Initiation Forms with Workflow
iv.Workflow Variables

7.Customizing Out-Of-The-Box Workflows

A.Feedback workflow
B.Approval workflow

8.Lab 4: Modify out-Of-The-Box Approval Workflow

A.Approval workflow

9.Visio Workflow

A.SharePoint Designer 2013 Workflow in Visual Designer
B.Custom Workflows with Visio Professional

10.Lab 5: Visio Workflow

11.Flow for Office 365 Workflows

A.Intro to Flow
B.Application and Service Integration with Flow
C.Creating and Administering Flow

i.Flow Templates
ii.Flow Basics


iii.Build a Flow

12.Lab 6: Create a Flow

A.Building Flows


B.Managing Flows

13.Azure Workflow


Who should attend

This course is intended for all SharePoint business professionals including:

  • IT professionals
  • Power users
  • Site Owners
  • Team leads and supervisors
  • Business analysts
  • Project managers
  • Project leads
  • Developers
  • Content editors
  • Information managers
  • Site administrators
  • Site collection administrators

Download the brochure